Lead Assistant Manager

• Have basic insurance and accounting knowledge and working knowledge of Agency Billing and Direct Bill as part of agency billing landscape • Understanding of Direct Billing & Agency Billing, Bill Date, Due Date, Fee Waives, Earned Premium and Cancellation & Reinstatement • Understanding of Aging, past due & Delinquency reporting • Assign work to the team members daily • Review daily transactions & monitor completion of work • Team management and Transaction Monitoring • Improve efficiency • Error analysis, volume trend analysis and mailbox management • Client interaction, if required at supervisory level • Ensure compliance with internal policies and procedures, external regulations and information security standards • Management reporting and oversight • Leading a team of executives for checking, verifying, and validating data to ensure all details are correctly mentioned • Driving Quality initiatives in the process to attain measurable positive results • Create reports on a daily, weekly & monthly basis for performance review with the onshore team • Conduct quality audits from a sample of transactions • Onboard any new team member & complete training • Understanding of Aging, past due & Delinquency reporting • Hold regular feedback & coaching sessions with the team • Communicate with the internal teams within the client area for any further information required for completing transactions • Capture metrics in the process & analyze trends to take proactive measures • Have business reviews with the clients & internal management • Ensure the quality of the transactions is in compliance with predefined parameters • Focus on Customer Satisfaction, rapport building, effective communication and timely resolution of Customer concerns • Understanding of Insurance Finance and Accounting • Working knowledge of Agency Billing and Direct Bill as part of agency billing landscape • Ability to match/ reconcile 2 datasets • Ability to identify inefficient/ineffective processes and develop recommendations to enhance controls and efficiency. • Providing coaching and feedback to team members to enable them to improve their performance • Handling Escalation and client queries • Provide inputs on process and system to the team • Excellent Communication Skills Bachelor Degree